Company Culture

We’re looking to expand our team of forward-thinking Advisors who desire to pursue a meaningful career impacting the financial outcomes of others. You will actively seek to bring on new members by applying your communication and problem-solving skills to deliver financial guidance and coaching to the young professionals and entrepreneurs in our community. 

What does a successful candidate look like?

 As a Financial Advisor with NexGen Wealth Management, you will leverage your network in and around the greater Los Angeles area to build a book of business.  You will actively develop a practice that seeks to provide financial planning services to medical professionals, entrepreneurs, and their growing families. You will guide them through a process that delivers planning done in an approachable, relaxed, judgement-free zone where open communication is encouraged.    

Looking for continuous professional development opportunities, an innovative team of like-minded peers, compensation directly proportional to your efforts, and work-life balance? We’d love for you to explore becoming a Financial Advisor with NexGen Wealth Management.

Requirements: 

• 2 to 5+ years of relationship-based sales, entrepreneurial, or related experience. Desire to build and grow a planning practice
• Wants to help others through direct access to clients (vs. back office support of clients)
• Willingness to create and nurture new client activity
• Ability to obtain all required securities & insurance licenses within 90 days
• Team-oriented, honest and ethical

Bonus Points For:

• Activity-driven success at prior firm
• Series 7, 66, (or 63/65) and/or Life & Health licenses — CFP® or equivalent designation preferred
• Previous financial planning experience with young professionals and entrepreneurs or experience as a business owner a plus
• History of volunteering and/or affiliations with Non-profit groups, Alumni associations, etc.